Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,719 | $75,962+116.8% | $154,108+6.9% | $64,173+156.7% |
| Participation rate | 90.2% | 70.4%+19.8pp | 83.0%+7.2pp | 69.6%+20.7pp |
| Annual return | -5.45% | 30.32%-35.8pp | 735.21%-740.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $9,923 | $3,350+196.2% | $5,298+87.3% | $2,381+316.8% |
| Participant deferral / active EE | $2,107 | $3,175-33.6% | $5,081-58.5% | $3,470-39.3% |
| Admin fee / account holder | $44,059 | $5,589+688.3% | $13,411+228.5% | $4,887+801.5% |